Premier Practice

Premier

Holistic approach to your financial goals. We strongly believe the only way to reach your financial objectives is to consider all aspects, from your will to life insurance to wealth management. We offer additional planning services for company directors which focuses on tax mitigation and we believe most people ought to consider trusts to ensure efficient estate planning objections are met.

Richard Bishop is a Diploma qualified independent financial advisor (DipFA).
A graduate of Birmingham University, he holds a Masters Degree in Marketing (MA).

He also holds the Diploma in Marketing (DipM) from the Chartered Institute of Marketing (CIM) and is a certified member (MCIM). Based in Cradley Heath, West Midlands. with over 25 years experience of business with over 18 years as a financial advisor.

Our Key Solutions

We offer investment, pension, trust & state planning solutions to: Company Directors, Academics and Family Owned Businesses. We manage over £10,000,000 of clients assets with a client base of 250 clients.

18

Years of Experiences

10

Million AUM

350

Investing Clients

350

Estate Clients

WHAT OUR CLIENTS SAY

Sandra Kansy

Great Service

"We always value the advice from Richard and his team, having a more holistic approach, instead of simply trying to sell investments is very refreshing, his knowledge of trusts and estate planning is excellent, its nice to have advice covering all areas, not just investments & pensions"

Alan Atkins

Great Knowledge

"My mother wanted advice on passing her property in a tax efficient manner to her grandchildren via a Family Trust, Richard spent time and made the effort to explain all the options and the downsides to using trusts, very much a professional adviser - not a salesman"

Mick Cooper & Family

Business Owner

"We where struggling to put out retirement plan together, Richard not only helped shape our retirement, he spent time ensuring our business assets are ring-fenced and our property assets are safe for the next generation"

Mike Marcus The Goldbug

Great Service

"Our family business was really struggling to find direction in terms of how we could pass on our hard work to the next generation, Richard spent time getting to know us and our business before providing a detailed plan we could implement and review"